Posts

Are your Heirs Prepared for Their Inheritance?

If you’re anything like the majority of our clients, you already have an estate plan in place. This likely covers all the general aspects of passing your wealth onto your heirs. It details investments, savings, totals, and all the other items that require crossing the “t’s” and dotting the “i’s”. Yet we believe there are many important areas an estate plan does not cover. It boils down to one simple question: Your estate plan is in place, but are your heirs prepared?

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New Service: Preparing Heirs

In 1972, Norman Rockwell painted Father and Son for the cover of the U.S. Trust Company annual report.

The painting shows a well-intentioned father teaching his son the fundamental principles behind the family’s investments. Dad is explaining an investment certificate pulled from the documents strewn across the table and stored for safekeeping in the family’s strongbox. The attentive son’s blank and anxious expression suggests his naiveté. One can only imagine where he would rather be on a Saturday morning!

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Press Release: Sybil Praski Among Financial Advisors Attending Barron’s Top Women Advisors Summit

Exclusive Conference Hosts Gathering of Nation’s Pre-eminent Financial Advisors and Industry Decision Makers

PALM BEACH — Sybil Praski of Prosperion Financial Advisors attended the seventh-annual Barron’s Top Women Advisors Summit, hosted by Barron’s magazine to promote best practices in the industry and the value of advice to the investing public.  The invitation-only conference was held at The Breakers, December 4 – December 6 in Palm Beach, FL.

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3 Simple Steps for Choosing Your Next Financial Advisor

The number and variety of financial advisors today is simply astounding. From those who specialize in fortifying money to those who believe in growing wealth as quickly as possible, there is no lack of options when it comes to choosing a financial advisor. But this can be a double-edged sword. The sheer number of choices can often be overwhelming, often leaving clients disheartened and confused.

As a financial advisor who’s helped clients in that very situation, I believe there are three key steps to choosing your next financial advisor and it’s easier than you think.

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3 Reasons Why Everyone Should Have a Financial Advisor

Money is often a stressful issue for most people. It’s complicated, confusing, emotional and most of all – important. There is no way to simply put personal finance on the backburner and let it be until another time. So some people choose to tackle it alone, personally facing all that complexity by themselves.

In my opinion that’s one of the most dangerous things someone could do. I think successful investors aren’t afraid to ask for the help of a professional advisor. Together the financial advisor and their team offer many benefits. First, they act as a financial coach to turn to, second, they offer experience and the commitment of someone who works full-time in finance, and third they are someone who challenges and encourages the investor to consider a new perspective. Taken together, these benefits can be extremely helpful to the average investor.

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